HubSpot Pre-Implementation Workshop

When it makes sense to talk

A license quote after one demo

After the first call with a vendor you have a license quote, but nobody knows yet which features you will need.

Every team wants something different

Sales wants a pipeline, marketing wants campaigns, leadership wants reports. Nobody knows how to fit it into one system.

Sales stages in reps’ heads

Every rep handles customers a little differently, and nobody has ever written the stages down.

What goes into the implementation document the document is yours to keep

Licenses

Which licenses to buy

Hubs, editions and seat count matched to the processes we mapped in the workshop. You buy the license directly from HubSpot.

Data

Objects, properties and data

Which objects and properties the portal will have, and which data moves over from your old system or spreadsheets.

CRM migration

Sales

Pipelines and stages

How many pipelines you need and what stages they have, defined so every rep reads them the same way.

Automation

Workflows

Which steps should run on their own, such as assigning a lead to a rep or creating a task when a deal changes stage.

Integrations

Systems around HubSpot

Which systems connect to HubSpot, which way the data flows and whether an existing integration is enough.

Scope

Scope of work

A list of the work to be done in the portal. I set HubSpot up against it, so you know what you get before we start.

HubSpot implementation

How the workshop works

1
Free consultation30 minutes
You tell me how you sell and serve customers today and what you expect from HubSpot. I tell you whether a workshop makes sense for you and how it would run.
2
Your process, step by step1.5-2 hour sessions
I talk with the people who run sales, marketing and service. We walk through the process: where customers come from, who owns them and what happens next.
3
Data and systemsDuring the sessions
I look at where customer data lives today, which systems you use and what needs to connect to HubSpot.
4
Implementation documentYours to keep
I write down which licenses to buy, how HubSpot will look and work, and the scope of work. This is where I recommend a license, because before the workshop I don’t know your processes.
5
License and setupPer the document
You buy the license directly from HubSpot. Then I set up the portal per the document and train your team in your portal.

Who you'll work with Gracjan Kasprzyk, Spectage

I am a HubSpot consultant. I work in HubSpot every day: I implement it, train teams and connect it with the rest of the company’s systems. My advice comes from what has worked across dozens of portals.

HubSpot portals

50+

New implementations and cleanups of existing ones

Migrations

15+

Full migrations from other CRMs

Teams

Dozens

Sales, marketing and service teams trained

Consulting

Hundreds

Hours of hands-on work with clients in HubSpot

Book a free consultation

Questions before the workshop

How much does the workshop cost?

The workshop is a paid service. We’ll work out the cost on the call, once I know your process. You pay for the HubSpot license separately, directly to HubSpot.

Do we have to implement HubSpot with you afterward?

No. The document stays with your company, and you can implement it yourselves or with someone else.

Who from our company takes part?

The people who run sales, marketing or service day to day, depending on what HubSpot will cover. We agree on who joins during the consultation.

How long does the workshop take?

Each session runs 1.5-2 hours. The number of sessions depends on how many processes and teams we cover, and I’ll give it to you after the consultation.

Which HubSpot license should we buy?

You get my recommendation in the document after the workshop. A half-hour consultation isn’t enough to learn your processes, and they decide which hubs and editions you need.

We already have a license. Does a workshop still make sense?

Yes. The document then covers how to set up what you have and whether the license fits your processes. If the portal is already set up, a portal audit is usually the better place to start.

How much of my team’s time will it take?

The workshop sessions, 1.5-2 hours each. I write the document myself.